Comments on: Family's well-hidden Savings Bonds found in trash http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/ Thu, 18 Mar 2010 13:31:40 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-58272 Mon, 15 Feb 2010 16:24:28 +0000 http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-58272 Tom - the info you're looking for is <a href="http://www.savings-bond-advisor.com/list-of-us-savings-bonds-by-ssn/" rel="nofollow">here</a>. Tom Adams Tom - the info you're looking for is here.

Tom Adams

]]> by: Tom McDermott http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-57902 Fri, 12 Feb 2010 23:09:22 +0000 http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-57902 Help!! I purchased savings bonds, and cashed in all that I had found, how can I determine if I still have some outstanding savings bonds and can request them to be reissued or cash them out, since I originally purchased them in the 1970's? Help!! I purchased savings bonds, and cashed in all that I had found, how can I determine if I still have some outstanding savings bonds and can request them to be reissued or cash them out, since I originally purchased them in the 1970's?

]]> by: Tom Adams http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-46208 Tue, 18 Aug 2009 14:52:41 +0000 http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-46208 Cathi - Yes, the bonds can be cashed. The question is who can cash them. Assuming they weren't awarded by a probate court to someone at his father's death (unlikely), then <a href="http://www.treasurydirect.gov/forms/sav5336.pdf" rel="nofollow">this form</a> is probably what you're looking for. Tom Adams Cathi - Yes, the bonds can be cashed. The question is who can cash them. Assuming they weren't awarded by a probate court to someone at his father's death (unlikely), then this form is probably what you're looking for.

Tom Adams

]]> by: Cathi Hagen http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-46147 Mon, 17 Aug 2009 17:42:39 +0000 http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-46147 My husband has 3 series E bonds purchased in 1943 by his deceased father. His mother is passed now also can these be cashed? My husband has 3 series E bonds purchased in 1943 by his deceased father. His mother is passed now also can these be cashed?

]]> by: Tom Adams http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-16571 Fri, 22 Feb 2008 15:46:08 +0000 http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-16571 Hi Mary - this website has hundreds of pages; I'm curious how you ended up on this particular one to ask this question. Your question is way too complicated to answer in a comment like this, but just tell your CPA or your attorney to get a copy of my book and spend a weekend reading it. Or you can read it yourself. The reader will then be able to give you all the advice you need about how to best handle this situation. There are several options with various pros and cons but a real difference in tax savings. There's a link to Amazon's page on the book at the right (click on the photo of the book). Tom Adams Hi Mary - this website has hundreds of pages; I'm curious how you ended up on this particular one to ask this question.

Your question is way too complicated to answer in a comment like this, but just tell your CPA or your attorney to get a copy of my book and spend a weekend reading it. Or you can read it yourself.

The reader will then be able to give you all the advice you need about how to best handle this situation. There are several options with various pros and cons but a real difference in tax savings. There's a link to Amazon's page on the book at the right (click on the photo of the book).

Tom Adams

]]> by: Mary Moha http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-16552 Fri, 22 Feb 2008 03:08:29 +0000 http://www.savings-bond-advisor.com/familys-well-hidden-savings-bonds-found-in-trash/#comment-16552 My sister passed away in August 2007. She had 154 bonds that were in her name & her deceased husband(died in 1984). I am the P.O.A. of the estate. 71 of them are mature($35,985 interest) and 83 are not. Before the end of 2007, I contacted my CPA and he said I should wait until 2008 to cash them. Now my attorney said there was a way I could have avoided the 2007 taxes if I cashed them in that year. Does he mean I should've changed the names on them??? I am in the process of cashing in the 71 bonds. I don't really need the money and will probably give the money to my grandchildren. Would it be a better idea to change the names to my grandkids on them and give them the bonds? I'm in a quandary. Help!! Mary Moha My sister passed away in August 2007. She had 154 bonds that were in her name & her deceased husband(died in 1984). I am the P.O.A. of the estate. 71 of them are mature($35,985 interest) and 83 are not. Before the end of 2007, I contacted my CPA and he said I should wait until 2008 to cash them. Now my attorney said there was a way I could have avoided the 2007 taxes if I cashed them in that year. Does he mean I should've changed the names on them??? I am in the process of cashing in the 71 bonds. I don't really need the money and will probably give the money to my grandchildren. Would it be a better idea to change the names to my grandkids on them and give them the bonds? I'm in a quandary. Help!! Mary Moha

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